What is Zacks Research's Estimate for Eaton Q4 Earnings?

Key Points

• Zacks Research has increased its Q4 2025 earnings per share forecast for Eaton to $3.34 from $3.33, anticipating continued growth in upcoming quarters.
• Eaton also announced a quarterly dividend of $1.04 per share, reflecting an annualized yield of 1.1%, with a payout ratio of 41.85%.
• The company reported a strong performance in its last quarter with a revenue of $7.03 billion, exceeding estimates and achieving a year-over-year increase of 10.7%.

Eaton Corporation, PLC (NYSE:ETN - Free Report) - Equities researchers at Zacks Research increased their Q4 2025 earnings per share estimates for shares of Eaton in a research report issued on Tuesday, September 16th. Zacks Research analyst Team now anticipates that the industrial products company will post earnings per share of $3.34 for the quarter, up from their prior estimate of $3.33. The consensus estimate for Eaton's current full-year earnings is $12.02 per share. Zacks Research also issued estimates for Eaton's Q1 2026 earnings at $3.17 EPS, Q2 2026 earnings at $3.40 EPS, Q3 2026 earnings at $3.57 EPS, Q4 2026 earnings at $3.60 EPS, FY2026 earnings at $13.75 EPS, Q1 2027 earnings at $3.50 EPS, Q2 2027 earnings at $3.75 EPS and FY2027 earnings at $15.16 EPS.

A number of other equities research analysts have also recently weighed in on ETN. Wall Street Zen cut Eaton from a "buy" rating to a "hold" rating in a report on Saturday, September 13th. Redburn Atlantic began coverage on Eaton in a research note on Wednesday, August 20th. They issued a "hold" rating and a $336.00 target price for the company. Raymond James Financial lifted their price objective on Eaton from $380.00 to $415.00 and gave the stock an "outperform" rating in a research note on Thursday, August 7th. Daiwa America raised Eaton to a "strong-buy" rating in a research note on Thursday, September 11th. Finally, KeyCorp upped their price objective on Eaton from $355.00 to $410.00 and gave the stock an "overweight" rating in a research report on Tuesday, July 15th. One research analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and six have given a Hold rating to the stock. According to MarketBeat, the company presently has an average rating of "Moderate Buy" and a consensus target price of $390.68.

Eaton Price Performance

Shares of ETN traded up $3.68 during mid-day trading on Wednesday, reaching $374.95. The company had a trading volume of 3,482,977 shares, compared to its average volume of 2,081,719. Eaton has a twelve month low of $231.85 and a twelve month high of $399.56. The company has a debt-to-equity ratio of 0.47, a current ratio of 1.24 and a quick ratio of 0.76. The company's 50-day moving average is $363.40 and its 200-day moving average is $327.10. The company has a market capitalization of $145.97 billion, a P/E ratio of 37.72, a P/E/G ratio of 2.65 and a beta of 1.16.

Eaton (NYSE:ETN - Get Free Report) last announced its quarterly earnings data on Tuesday, August 5th. The industrial products company reported $2.95 EPS for the quarter, topping analysts' consensus estimates of $2.92 by $0.03. Eaton had a return on equity of 23.91% and a net margin of 15.11%.The company had revenue of $7.03 billion during the quarter, compared to the consensus estimate of $6.93 billion. During the same quarter last year, the company earned $2.73 EPS. The company's quarterly revenue was up 10.7% on a year-over-year basis. Eaton has set its Q3 2025 guidance at 3.010-3.070 EPS. FY 2025 guidance at 11.970-12.170 EPS.

Eaton Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Friday, August 22nd. Investors of record on Thursday, August 7th were given a dividend of $1.04 per share. The ex-dividend date of this dividend was Thursday, August 7th. This represents a $4.16 dividend on an annualized basis and a yield of 1.1%. Eaton's dividend payout ratio is currently 41.85%.

Insider Transactions at Eaton

In related news, insider Olivier Leonetti sold 16,018 shares of the stock in a transaction that occurred on Thursday, August 7th. The stock was sold at an average price of $358.39, for a total transaction of $5,740,691.02. Following the sale, the insider owned 630 shares of the company's stock, valued at $225,785.70. This represents a 96.22% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. 0.30% of the stock is owned by corporate insiders.

Institutional Investors Weigh In On Eaton

Large investors have recently added to or reduced their stakes in the stock. Nuveen LLC acquired a new stake in shares of Eaton in the 1st quarter valued at $1,472,231,000. GAMMA Investing LLC raised its position in Eaton by 27,281.9% during the 1st quarter. GAMMA Investing LLC now owns 3,593,321 shares of the industrial products company's stock worth $976,772,000 after purchasing an additional 3,580,198 shares during the last quarter. Ameriprise Financial Inc. raised its position in Eaton by 85.4% during the 1st quarter. Ameriprise Financial Inc. now owns 3,629,464 shares of the industrial products company's stock worth $986,966,000 after purchasing an additional 1,672,175 shares during the last quarter. Fayez Sarofim & Co raised its position in shares of Eaton by 606.3% in the 1st quarter. Fayez Sarofim & Co now owns 1,025,903 shares of the industrial products company's stock worth $282,262,000 after acquiring an additional 880,656 shares in the last quarter. Finally, Invesco Ltd. raised its position in shares of Eaton by 15.8% in the 1st quarter. Invesco Ltd. now owns 3,913,209 shares of the industrial products company's stock worth $1,063,727,000 after acquiring an additional 533,774 shares in the last quarter. Institutional investors and hedge funds own 82.97% of the company's stock.

About Eaton

Eaton Corporation plc operates as a power management company worldwide. The company's Electrical Americas and Electrical Global segment provides electrical components, industrial components, power distribution and assemblies, residential products, single and three phase power quality and connectivity products, wiring devices, circuit protection products, utility power distribution products, power reliability equipment, and services, as well as hazardous duty electrical equipment, emergency lighting, fire detection, explosion-proof instrumentation, and structural support systems.